1,586 Shares in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) Acquired by Kestra Investment Management LLC

Kestra Investment Management LLC bought a new position in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 1,586 shares of the company’s stock, valued at approximately $175,000.

A number of other institutional investors have also made changes to their positions in DSI. Adirondack Trust Co. raised its holdings in shares of iShares MSCI KLD 400 Social ETF by 13.0% in the 4th quarter. Adirondack Trust Co. now owns 780 shares of the company’s stock valued at $86,000 after buying an additional 90 shares during the period. Savvy Advisors Inc. grew its position in iShares MSCI KLD 400 Social ETF by 3.4% in the 3rd quarter. Savvy Advisors Inc. now owns 3,412 shares of the company’s stock valued at $371,000 after acquiring an additional 112 shares in the last quarter. Sax Wealth Advisors LLC increased its stake in iShares MSCI KLD 400 Social ETF by 3.3% during the fourth quarter. Sax Wealth Advisors LLC now owns 3,637 shares of the company’s stock worth $401,000 after purchasing an additional 115 shares during the period. Revolve Wealth Partners LLC lifted its position in shares of iShares MSCI KLD 400 Social ETF by 0.7% during the fourth quarter. Revolve Wealth Partners LLC now owns 16,668 shares of the company’s stock worth $1,838,000 after purchasing an additional 119 shares in the last quarter. Finally, West Financial Advisors LLC boosted its stake in shares of iShares MSCI KLD 400 Social ETF by 2.7% in the fourth quarter. West Financial Advisors LLC now owns 5,003 shares of the company’s stock valued at $552,000 after purchasing an additional 131 shares during the period.

iShares MSCI KLD 400 Social ETF Stock Performance

Shares of DSI stock opened at $113.09 on Friday. iShares MSCI KLD 400 Social ETF has a fifty-two week low of $94.05 and a fifty-two week high of $115.78. The company has a 50 day moving average price of $112.09 and a 200 day moving average price of $109.85. The stock has a market capitalization of $4.99 billion, a P/E ratio of 29.01 and a beta of 1.09.

iShares MSCI KLD 400 Social ETF Profile

iShares MSCI KLD 400 Social Index Fund (the Fund), formerly iShares FTSE KLD 400 Social Index Fund, seeks to provide investment results that correspond generally to the price and yield performance of the MSCI KLD 400 Social Index (the Index). The Index is a free float-adjusted market capitalization index designed to measure the equity performance of the United States companies.